When your clients are ready to make their next financial move, you're there to advise them of options that will make their money work optimally for them. As a financial advisor, you help guide your clients towards smart financial decisions. If it's conducting investment management or estate planning, you work as an independent practitioner operating in the fiduciary capacity to place your client's interests above your own.
Yet, when you are crunching the numbers, advising on financial portfolios or doing your extensive financial market research, who is answering your calls, who is scheduling client consultations? How do you keep up with the necessary client follow-up that keeps them engaged? Are you missing opportunities and losing potential income?
GoNotes can help. GoNotes will be the personal assistant you've always wanted. GoNotes offers 24/7 online booking, automated appointment confirmations and reminders, and follow-up thank you emails. Our simple contact management system allows you to enter all of your service notes for easy reference the next time you see a client. After each appointment, just enter all of your important information as session notes or comments. You can do this from any internet-connected device (phone, tablet, desktop) in real time - no need to try to catch up at night or over the weekend. Plus, all entries are searchable for quick reference later.
Don't have time for marketing? What about those clients you haven't seen in awhile? You can use GoNotes to send out gentle reminders to book their next appointment online or even send an automatic birthday note with a session discount. Our unique eNurturing email marketing system gives you an effortless way to casually communicate with all of your contacts on a monthly basis. Our marketing experts write a selection of informative, engaging emails every month, and we send them on your behalf, like clockwork. These touches will keep you top of mind and remind your clients to book their next appointment with you when finances need more attention.
You can focus on what you're great at... navigating the financial markets and investment opportunities, educating your clients on retirement planning, financial planning, avoiding unnecessary losses and most importantly guiding clients to make sound financial decisions and investments.
Let us do the rest. GoNotes combines client management, online scheduling, automatic notifications and some seriously cool marketing tools, all in the palm of your hand so you can grow your business - wherever you are.